Federal Reserve Bank of San Francisco

Community Development

2008 National Interagency Community Reinvestment Conference
Agenda

Sunday, March 30 - Wednesday, April 2, 2008

Conference Program
(PDF – 1.87MB)
Legend
presentation Presentation (PDF)
handout Handout (PDF)

Concurrent Sessions

CRA Compliance Training
Monday, March 31, 10:30 – 12:00:
The “A to Z” on CRA Examinations  presentation
  Lois Baxter, FDIC
Tim O’Donnell, OT
Mattie Trice, OCC
Monday, March 31, 1:30 – 3:00:
Preparing for the Large Institution  presentation
CRA Examination
Collen Drown, OTS
Greg Nagel, OCC
Maria Villanueva, FRB
Jeff Weiner, FDIC
Monday, March 31, 3:30 – 5:00:
Preparing for the Intermediate Small or Small Institution CRA Examination  presentation
  Lois Baxter, FDIC
Lisa DeClark, FRB
Neil Kwatinetz, OT
Tim O’Donnell, OTS
Tuesday, April 1, 8:30 – 12:00:
Demystifying the Lending Test  presentation
  Colleen Drown, OTS
Greg Nagel, OCC
Debra Pearlman, FDIC
Tuesday April 1, 1:30 – 3:00:
Serving and Investing in Your Community  presentation
  David Meders, OTS
Debra Pearlman, FDIC
Maria Villanueva, FRB
Tuesday April 1, 3:30 – 5:00:
Excellence in CRA Program Management
  Gordon Boerner, San Diego National Bank
Kathryn Williams, Homestreet Bank
Wednesday, April 2, 8:30 – 10:00:
Advanced CRA Examination Issues
  John Gilliam, OCC
Neil Kwatinetz, OTS
Wednesday April 2, 10:30 – 12:00:
Limited Purpose/Wholesale CRA Examinations
  Brad Hamerlee, FDIC
Greg Nagel, OCC
Bruno Siebach, Merrill Lynch Bank
   
Community Development
Monday, March 31, 10:30 – 12:00:
Going Green in Community Development
  Madeline Fraser Cook, LISC  presentation
Jonathan Klein, Citi Community Capital  presentation
Tracy Ericson, Wells Fargo CDC
Nancy Pfund, DBL Investors  presentation
Monday, March 31, 1:30 – 3:00:
Innovations in Financial Services: Strategies for Reaching Underserved Markets
  Sarah Gordon, Center for Financial Services Innovation  presentation
James Maloney, Mitchell Bank  presentation  handout
Deborah C. Wright, Carver Bancorp, Inc.  presentation
Ellen Seidman, Shorebank Corporation
Monday, March 31, 3:30 – 5:00:
Innovations in Financial Services: Collaborative Approaches to Expanding Access to Financial Services
  Kathryne Daniels, Bank of America
Leigh Phillips, Office of the Treasurer of San Francisco  presentation
Eloy Villafranca, FDIC  presentation
Ellen Seidman, Shorebank Corporation
Tuesday, April 1, 8:30 – 10:00:
Doing the “Undoable” Deal
  Stephanie Turner, KeyBank
Elwood Hopkins, Emerging Markets, Inc.
John Talmage, Social Compact  presentation
Tuesday, April 1, 10:00 – 12:00:
Strategies for Economic Development: Small Business Lending
  Roberto Barragan, Valley Economic Development Center  presentation
Debbie Fournier, Bank of the West  presentation
Lisa Servon, Milano The New School for Management and Urban Policy  presentation
Chris Sikes, Western Massachusetts Enterprise Fund  presentation
Tuesday, April 1, 1:30 – 3:00:
Understanding the Mortgage Foreclosures: Trends and Policy Issues
  Caryn Becker, Center for Responsible Lending  presentation  handout
Tom Cunningham, Federal Reserve Bank of San Francisco  presentation
Kathleen Ryan, Federal Reserve Board of Governors  presentation
Tuesday, April 1, 3:30 – 5:00:
Best Practices in Foreclosure Prevention
  Ronald Branch, JPMorgan Chase  presentation
John Synder, Center for Foreclosure Prevention   presentation
Zachary Urban, Colorado Homeownership Prevention Initiative  presentation  handout
Wednesday, April 1, 8:30 – 10:00:
Building Strong Partnerships with Nonprofit Organizations
  Nancy Brown, Charles Schwab Bank  presentation  handout
Cort Gross, Devine & Gong  presentation
Norah McVeigh, Nonprofit Finance Fund  presentation
Barry Newstead, Bridgespan  presentation  handout
Wednesday, April 1, 10:30 – 12:00:
Mitigating the Negative Impact of Foreclosures
  Teresa Brice, Phoenix LISC
Michelle Vojacek, City of St. Paul  presentation  handout
Steve Zuckerman, Self Help  presentation
CRA Investments
Monday, March 31, 10:30 – 12:00:
Introduction to Basic Community Development Investments
  Dudley Benoit, JPMorgan Chase  presentation
Andrew Kelman, Banc of America Securities  presentation
Theresa Stark, Federal Reserve Board
Carl Wise, Alliant Capital  presentation
Monday, March 31, 1:30 – 3:00:
Introduction to Advanced Community Development Investments
  Tracy Ericson, Wells Fargo CDC  presentation
Gloria Lee, Citi Community Capital
Monday, March 31, 3:30 – 5:00:
Introduction to Complex and Innovative Community Development Investments
  Mark Leitson, Sonnenschein Nath & Rosenthal LLP  presentation  handout
Alva Diaz, Wells Fargo CDC
Cathy Dolan, Wachovia Bank
Dudley Benoit, JPMorgan Chase  presentation
Tuesday, April 1, 8:30 – 10:00:
How to Make Community Development Venture Capital Work
  Guillermo Borda, Bank of America Capital Access Funds  presentation
Linda Davenport, CDFI Fund  presentation
Penelope Douglas, Pacific Community Ventures  presentation
Tuesday April 1, 10:30 – 12:00:
How to Invest in the New Markets Tax Credit Program
  Douglas Bystry, Clearinghouse CDFI  presentation
Charles Loveman, Heritage Housing Partners
Matthew Reilein, JPMorgan Chase  presentation
Rob Wasserman, US Bancorp CDC  presentation
Tuesday, April 1, 1:30 – 3:00:
How to Sell Investments Inside the Bank
  Susan Howard, Office of the Comptroller of the Currency
Thomas Fitzgibbon, MB Financial CDC  presentation  handout
Tuesday, April 1, 3:30 – 5:00:
How to Assemble an Investment Strategy Using Off-the-Shelf Options
  Shari Barenbach, Calvert Foundation  presentation
Barbara Boone, Alliance Bank of Arizona  presentation  handout
Lawrence Mondschein, CRA Funding
David Sand, Access Capital Strategies  presentation
Wednesday, April 2, 8:30 – 10:00:
Constructing Your Community Development Investment Portfolio: Balancing Risk, Profitability, and the CRA
  Cathy Dolan, Wachovia Bank  presentation
Dan Letendre, Merrill Lynch CDC
Wednesday, April 2, 10:30 – 12:00:
Creating a Vibrant Secondary Market for Community Development Loans
  Frank Altman, Community Reinvestment Fund  presentation
Laura Choi, Riverside Housing Development Corporation  presentation
David Erickson, Federal Reserve Bank of San Francisco
National Community Development Lending School
Only class presentations are currently available. Check back later for class handouts.

Sunday, March 30, 3:30 – 5:00:
Introduction to the Fundamentals of Community Development Training
  Jeff Nugent, Development Training Institute
Monday, March 31, 10:30 – 12:00:
NCDLS Opening Session
  Jeff Nugent, Development Training Institute
Monday, March 31, 1:30 – 5:00:
Basic Multi-family Rental Housing Financing
  Alex Viorst, MMA Financial, LLC
Basic Commercial Real Estate Lending
Eve Ryan, Wachovia Bank
Community Facilities Financing
Cathy Niederberger, PNC Bank
Small Business Lending   presentation
Andrew Gordon, MultiBank CDC
Tuesday, April 1, 8:30 – 12:00:
Advanced Multi-family Rental Housing Financing
  Alex Viorst, MMA Financial, LLC
Single Family Affordable Housing Financing   presentation
Sue Groebe, TRG Affordable Housing, LLC
Small Business Lending   presentation
Andrew Gordon, MultiBank CDC
Childcare/Charter School Facility Financing   presentation
Jon Dempsey, Low Income Investment Fund
Amber Carter, Low Income Investment Fund
Tuesday, April 1, 1:30 – 5:00:
Basic Multi-family Rental Housing Financing
  Alex Viorst, MMA Financial, LLC
Single Family Affordable Housing Financing   presentation
Sue Groebe, TRG Affordable Housing, LLC
Advanced Commercial Real Estate Lending
Alex Viorst, MMA Financial, LLC
Wednesday, April 2, 8:30 – 10:00:
The New Face of Community Lending
  Eve Ryan, Wachovia Bank
Wednesday, April 2, 10:30 – 12:00:
Underwriting the Nonprofit Organization
  Cathy Niederberger, PNC Bank
Community Tours
Tuesday, April 1, 8:30 – 12:00:
Commercial Corridor Revitalization  presentation
Tuesday, April 1, 8:30 – 12:00:
Addressing Chronic Homelessness  presentation
Tuesday, April 1, 1:30 – 5:00:
Asset Building in Immigrant Communities  presentation
Tuesday, April 1, 1:30 – 5:00:
Childcare and Charter School Facilities  presentation
Tuesday, April 1, 1:30 – 5:00:
Community Development Venture Capital  presentation